BWM

BCS Wealth Management Portfolio holdings

AUM $465M
1-Year Est. Return 9.34%
This Quarter Est. Return
1 Year Est. Return
+9.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 2.97%
2 Technology 2.4%
3 Financials 1.97%
4 Consumer Discretionary 1.57%
5 Consumer Staples 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-348,364
152
-532,741